Ironsides Macroeconomics 'It's Never Different This Time'
Ironsides Macroeconomics 'It's Never Different This Time'
The Bond Bull is Dead
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The Bond Bull is Dead

Long live the bond bear, negative term premiums, a deep dive into the market message, housing, the manufacturing renaissance, China reopening
Barry C. Knapp
Mar 06, 2023
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This audio summarizes our March 4 note, The Bond Bull is Dead

Figure 2: For an explanation of term premium see Treasury Term Premia. Negative term premium given the macro environment makes no economic sense, the only plausible explanation is central bank suppression.

Barry C. Knapp

Managing Partner

Director of Research

Ironsides Macroeconomics LLC

908-821-7584

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Ironsides Macroeconomics 'It's Never Different This Time'
Ironsides Macroeconomics 'It's Never Different This Time'
Macroeconomic and public policy strategy
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Barry C. Knapp
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